| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $56 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $56 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $140 | 0.00% | −352−98.6% | Reduced |
| South State Corp. | 5 | $140 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $155 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $159 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 7 | $196 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $252 | 0.00% | +9 | New |
| Sunbelt Securities, Inc. | 14 | $391 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $419 | 0.00% | +15 | New |
| Tradewinds Capital Management, LLC | 15 | $420 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 16 | $448 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $503 | 0.00% | +3+20.0% | Added |
| Financial Consulate, Inc | 18 | $504 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $559 | 0.00% | −1−4.8% | Reduced |
| Breakwater Investment Management | 20 | $559 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 22 | $615 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $643 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 23 | $643 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $671 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $727 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $755 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 31 | $866 | 0.00% | +31 | New |
| Signature Equity Partners, LLC | 32 | $888 | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 34 | $951 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 36 | $1.01K | 0.00% | +15+71.4% | Added |
| Transamerica Financial Advisors, Inc. | 39 | $1.09K | 0.00% | +39 | New |
| Rialto Wealth Management, LLC | 43 | $1.20K | 0.00% | −4−8.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 45 | $1.26K | 0.00% | +13+40.6% | Added |
| Picton Mahoney Asset Management | 48 | $1.34K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 55 | $1.54K | 0.00% | −20−26.7% | Reduced |
| IMA Wealth, Inc. | 59 | $1.65K | 0.00% | +59 | New |
| Whittier Trust Co | 57 | $1.65K | 0.00% | −1−1.7% | Reduced |
| Westside Investment Management, Inc. | 63 | $1.76K | 0.00% | +63 | New |
| Basecamp Wealth Advisors LLC | 63 | $1.76K | 0.00% | +63 | New |
| Zions Bancorporation, National Association | 71 | $1.98K | 0.00% | +71 | New |
| Copia Wealth Management | 72 | $2.01K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 75 | $2.10K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 81 | $2.26K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 94 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 95 | $2.66K | 0.00% | −51−34.9% | Reduced |
| Central Trust Co | 96 | $2.68K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 100 | $2.79K | 0.00% | +100 | New |
| High Note Wealth, LLC | 101 | $2.82K | 0.00% | +101 | New |
| Keating Financial Advisory Services, Inc. | 103 | $2.88K | 0.00% | +103 | New |
| Bruce G. Allen Investments, LLC | 110 | $3.08K | 0.00% | +47+74.6% | Added |
| Bell Investment Advisors, Inc | 112 | $3.13K | 0.00% | −54−32.5% | Reduced |
| Wealth Preservation Advisors, LLC | 120 | $3.35K | 0.00% | +38+46.3% | Added |
| DecisionPoint Financial, LLC | 126 | $3.52K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 138 | $3.86K | 0.00% | +138 | New |
| Avion Wealth | 147 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 145 | $4.05K | 0.00% | −558−79.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 155 | $4.33K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 166 | $4.65K | 0.00% | +2+1.2% | Added |
| Bare Financial Services, Inc | 168 | $4.70K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 182 | $5.27K | 0.00% | +182 | New |
| JFS Wealth Advisors, LLC | 197 | $5.51K | 0.00% | +74+60.2% | Added |
| Bogart Wealth, LLC | 212 | $5.91K | 0.00% | +3+1.4% | Added |
| UMA Financial Services, Inc. | 213 | $5.95K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 229 | $6.00K | 0.00% | +229 | New |
| Farmers & Merchants Investments Inc | 230 | $6.43K | 0.00% | +20+9.5% | Added |
| Private Trust Co NA | 241 | $6.74K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 253 | $7.07K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 296 | $8.27K | 0.00% | +296 | New |
| Ronald Blue Trust, Inc. | 297 | $8.30K | 0.00% | −16−5.1% | Reduced |
| SRS Capital Advisors, Inc. | 338 | $9.45K | 0.00% | −85,217−99.6% | Reduced |
| GHP Investment Advisors, Inc. | 344 | $9.62K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 346 | $9.67K | 0.00% | −21−5.7% | Reduced |
| Massmutual Trust Co FSB | 351 | $9.81K | 0.00% | +32+10.0% | Added |
| Stone House Investment Management, LLC | 357 | $9.98K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 384 | $10.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 405 | $11.3K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 408 | $11.4K | 0.00% | +408 | New |
| Toronto Dominion Bank | 436 | $12.5K | 0.00% | +52+13.5% | Added |
| Atlantic Trust, LLC | 465 | $13.0K | 0.00% | −50−9.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 471 | $13.2K | 0.00% | −7,949−94.4% | Reduced |
| Ancora Advisors, LLC | 504 | $14.1K | 0.00% | +504 | New |
| Brown, Lisle/Cummings, Inc. | 507 | $14.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 560 | $15.7K | 0.00% | −445−44.3% | Reduced |
| Pinnacle Holdings, LLC | 592 | $16.5K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 618 | $17.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 600 | $17.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 664 | $18.6K | 0.00% | +525+377.7% | Added |
| Salomon & Ludwin, LLC | 653 | $18.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 674 | $18.8K | 0.00% | −156−18.8% | Reduced |
| Wellington-Altus USA Inc. | 730 | $20.4K | 0.02% | +730 | New |
| Corsicana & Co. | 915 | $25.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 909 | $25.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,041 | $29.1K | 0.00% | −84−7.5% | Reduced |
| 1620 Investment Advisors, Inc. | 1,120 | $31.3K | 0.02% | +12+1.1% | Added |
| North Ridge Wealth Advisors, Inc. | 1,191 | $33.3K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,209 | $33.8K | 0.00% | +102+9.2% | Added |
| Ameriflex Group, Inc. | 1,225 | $34.2K | 0.02% | −1,225−50.0% | Reduced |
| Horizon Investments, LLC | 1,231 | $34.4K | 0.00% | +773+168.8% | Added |
| SageView Advisory Group, LLC | 1,257 | $35.2K | 0.00% | +1,257 | New |
| IFP Advisors, Inc | 1,291 | $36.1K | 0.00% | −178−12.1% | Reduced |
| Rossby Financial, LCC | 1,305 | $36.5K | 0.01% | +1,305 | New |